Northlanding Financial Partners, LLC
Assets Under Management
$129.3M
Number of Clients
167
Number of Advisors
2
Average Client AUM
$774K
AUM per Advisor
$64.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
NorthLanding Financial Partners, LLC (NLFP) provides strategic investment management, financial planning, and consulting services. They monitor and rebalance client portfolios, analyze client information, define goals, and recommend strategies. NLFP primarily allocates client assets among ETFs and mutual funds, and may use individual securities in Personalized Asset Management Accounts (PAMA).
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.40% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.25% |
Fees negotiable for accounts over $10,000,000. Note: This firm's brochure lists multiple fee rates for the same asset level. The higher rate is shown in the fee table above.
Fee Estimator
NLFP charges fees for financial planning and investment management. Financial planning fees range from $2,250 to $25,000+ on a fixed fee basis or $250/hour. Investment management fees are based on a tiered percentage of assets under management, with different rates for "Select Advisor Access" and "Investment Only" services. The minimum annual fee for Investment Only is $1,000. Fees are calculated quarterly based on the average daily account balance. NLFP may negotiate fees based on various criteria. Clients also incur third-party charges from custodians and broker-dealers.
Areas of Practice
Location
90 Linden Oaks, Suite 220, Rochester, NY, 14625